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BlackRock US Equity Factor Rotation ETF

549 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+28
Holders Change %
+5.37%
% of All Funds
7.46%
Holding in Top 10
110
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.84%
% of All Funds
1.49%
New
75
Increased
334
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
351
Golden State Wealth Management
California
$1.21M +$155K +3,183 +15%
AG
352
AmeriFlex Group
Nevada
$1.2M +$342K +7,020 +40%
WFA
353
Wells Financial Advisors
Massachusetts
$1.18M +$9.75K +200 +0.8%
PSCM
354
Per Stirling Capital Management
Texas
$1.16M +$367K +7,524 +46%
D
355
Dentgroup
Louisiana
$1.16M +$74.2K +1,521 +7%
SFA
356
Semmax Financial Advisors
North Carolina
$1.16M +$25.1K +505 +2%
CWM
357
Congress Wealth Management
Massachusetts
$1.15M +$1.15M +23,533 New
ACA
358
Aptus Capital Advisors
Alabama
$1.11M -$323K -6,614 -22%
MCA
359
MSH Capital Advisors
Arizona
$1.09M +$275K +5,630 +34%
CCG
360
Catalina Capital Group
California
$1.08M +$15.2K +312 +1%
MA
361
MKT Advisors
California
$1.08M +$217K +4,921 +25%
FPAS
362
Focus Partners Advisor Solutions
Missouri
$1.08M -$322K -6,607 -23%
SAI
363
Savvy Advisors Inc
New York
$1.07M +$1.07M +22,031 New
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$123K -2,525 -10%
RFA
365
Resurgent Financial Advisors
Georgia
$1.05M +$25.6K +526 +2%
T
366
Transce3nd
Texas
$1.03M +$111K +2,283 +12%
AFW
367
Avantra Family Wealth
Pennsylvania
$1.01M -$780 -16 -0.1%
FIM
368
Freedom Investment Management
Connecticut
$996K +$538K +11,042 +118%
RF
369
RHS Financial
California
$993K -$204K -4,191 -17%
PW
370
PUREfi Wealth
Massachusetts
$982K +$97.8K +2,005 +11%
CCM
371
Coldstream Capital Management
Washington
$975K -$2.93K -60 -0.3%
ECA
372
Elevated Capital Advisors
Utah
$950K -$81.7K -1,675 -8%
LFA
373
LGT Financial Advisors
Texas
$942K -$60.2K -1,235 -6%
LA
374
Lifeworks Advisors
Michigan
$942K +$15.3K +313 +2%
KWA
375
Kingswood Wealth Advisors
California
$933K +$233K +4,769 +33%